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Configuring Events and Seminars

LeadCenter enables you to create and automate events to send to your contacts. These events and seminars serve as one of the main channels for client interaction. To utilize these events to their fullest, you need to balance the cost of an event with the number of attendees. This also helps you monitor the conversion rate and is a great marketing tracking tool for your financial advisory firm.

Let’s explore the Events & Seminars feature:

Events & Seminars

Follow the steps given below to access Events & Seminars:

  1. Log into your LeadCenter account.
  2. In the left navigation panel, click on Marketing dropdown and select Events & Seminars.

  3. You’ll see the list of Events & Seminars.
  4. Use the Year, Month, Type, and Status dropdowns to search for a specific event.

Create a new event

  1. On the Events & Seminars main page, click on the Add New Event button.
  2. You’ll be directed to a page with the event form.
  3. Fill in the following information:
    • Event name: Write the name of the event.
    • Event type: Select an event type from the dropdown. For example, a workshop.
    • Event status: Select the status of the event. For example, scheduled, completed, etc.
    • Start date: Select the date when the event will take place.
    • Start time: Select the time when the event will start.
    • End date: Select the date when the event will end.
    • End time: Select the time when the event will end.

  4. In addition to the above-mentioned mandatory fields, you can also submit information regarding venue, description, and agenda.
  5. Slide the toggle next to Is a virtual event?, if this is a webinar or a live stream event.

Send emails based on event status

  1. Scroll down on the event form to the Email Confirmations section.
  2. Slide the toggle next to the required event status to turn it on.
  3. Click on the Select email template dropdown and choose the required email template to send to prospects.
  4. Fill in the Notes field to document additional details or specific instructions.
  5. Click Save to create the event or Cancel to go back.

Refer to the article Creating Email Templates to create customizable email templates.

Three-dot menu

On the Events & Seminars main page, you’ll find a three-dot menu next to each event.

  • Click on this menu to reveal its options. Here’s what you’ll see:
    • Edit: for editing the event’s details.
    • Attendees: to see a list of attendees and/or add more.
    • Cost: to see the expense details of the event.
    • Delete: to delete an event
    • Organizers: to see the organizers of the event.

Let’s see how these options work:

Edit an event

To edit an event, follow these steps:

  1. On the Events & Seminars main page, click on the three-dot menu next to the event you want to edit.
  2. Click Edit from the options.
  3. Proceed to make changes as required.
  4. Click Save to confirm the changes made or Cancel to go back.

Attendees

  1. On the Events & Seminars main page, click on the three-dot menu next to the event you want to see the attendees of.
  2. Select Attendees from the options.
  3. Click on Actions next to the required attendee and select the required action:


    • Change status: Upon clicking this, you’ll be prompted to select a status from the dropdown.

    • Remove: Choose this option to remove an attendee.


    • Add notes: Write down any specific details using this option.


    • Move to different event: Use this option to move this attendee to a different event.

  4. Click Save to confirm the changes made or Cancel to go back.

Cost

  1. On the Events & Seminars main page, click on the three-dot menu next to the event you want to add a new cost to.
  2. Select Cost from the options.
  3. You’ll be directed to the Event Cost page.
  4. Click on the Add New Cost button.
  5. A modal will open.
  6. Fill in the required information.
  7. Click Save to add the cost or Cancel to go back.

Delete an event

  1. On the Events & Seminars main page, click on the three-dot menu next to the event you want to delete.
  2. Select Delete from the options.
  3. A dialogue box will open prompting you to confirm.
  4. Click Yes, Delete to delete this event, or Cancel to go back.

Organizers

  1. On the Events & Seminars main page, click on the three-dot menu next to the event you want to view, add, or remove organizers for.
  2. Select Organizers from the options.
  3. You’ll be directed to the Event Organizers and Speakers page.

Add organizers

  1. Click on the Add Organizer/Speaker button in the top right corner to add an organizer or a speaker.
  2. A modal will open.
  3. Click on Select User dropdown to choose an organizer from a list of users already added to this account.
  4. Click Save to confirm or Cancel to go back.

Remove organizers

On the Event Organizers and Speakers main page, you’ll see a list of users you added as organizers.

  1. Click Remove next to the organizer’s name.


  2. A dialogue box will open prompting you to confirm.

  3. Click Yes, Remove to remove the organizer, or Cancel to go back.

Add a new event type

Here are the step-by-step instructions to add a new event type:

  1. Click on Setup in the left navigation panel.

  2. Navigate to Event types under the Basic Settings tab.


  3. On the Event Types main page, click on the Add New Event Type button in the top right corner.


  4. A modal will open.

  5. Write the name of the event type and click Save to confirm or Cancel to go back.

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